TPhilanthropy, Voluntarism & GrantmakingEIN: 562121302· Ruling Year: 1999

Harold H Bate Foundation Inc

New Bern, North Carolina

B-Health Score
50B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org14.02×
Peer Median18.82×
💰
$823K
Total Revenue
📊
$1.9M
Total Expenses
🏦
$27.2M
Net Assets
📋
$3K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-76.1%
Year-over-year change (2021 → 2022)
Net Margin
-136.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.02
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2022$822,98376%$1,942,90412%$27,250,6414%
2021$3,446,058179%$2,205,86316%$28,370,1165%
2020$1,235,54729%$1,898,0501%$27,129,9272%
2019$1,733,91765%$1,881,0285%$27,791,6947%
2015$1,048,40362%$1,971,3898%$29,866,3683%
2014$2,730,69576%$1,831,5548%$30,803,8443%
2013$1,550,53050%$1,982,72921%$29,853,0881%
2012$1,032,29923%$1,643,9388%$30,272,2062%
2011$1,345,490$1,782,947$30,883,845

Frequently Asked Questions

What does Harold H Bate Foundation Inc do?

Harold H Bate Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in North Carolina. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Harold H Bate Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Harold H Bate Foundation Inc has a score of 50/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Harold H Bate Foundation Inc generate?

Revenue data for Harold H Bate Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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